Juan Fernando Valdivieso
Investment adviser representative at Binvesting
26 yearsExperience
1 stateRegistered in
ChFC®Designation
$52.4KFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
26 years in the industry.
- BinvestingMay 2025 to now
- Banorte Ventures Ltd.Mar 2024 to now
- Banorte Asset Managment, Inc.Apr 2023 to now
- Banorte Securities International, Ltd.Apr 2023 to now
- Allstate Insurance CompanyJan 2017 to Apr 2023
- Our BlokJan 2011 to Nov 2016
- Valdivieso Insurance & Financial ServicesNov 2006 to Jan 2017
- AllstateJan 2000 to Jan 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 1 state (TX).
Binvesting
Legal name: Banorte Ventures Ltd.
$52.4KAssets managed
6Clients
8Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2820438
- Firm CRD
- 335283